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Credit card statement → clean Excel

Drop the PDF your card issuer sent. Every charge becomes a row — date, merchant, amount — with an expense category filled in and foreign spend converted at the rate on the day of the charge, not today's.

Numbers you can sum, not textA category on every rowOr OFX, Xero, QuickBooks, UBL
The card statement you upload

The Excel you get back

DateMerchantAmountCategory
Download asExcelCSVOFXXero CSV

Drop your credit card statement PDF

PDF · photo · iPhone HEIC · scan · zip · Word — mix them freely, no sign-up to try

Your first document converts free and the Excel downloads — no sign-up. $7 for a whole batch.

How it works

  1. 1

    Drop the statement

    Any issuer, any layout. A year of them at once if you like.

  2. 2

    It reads every charge

    Merchant, date, amount — and the refunds and fees kept apart from the spending.

  3. 3

    Sort out the month

    Filter by category, sum the column, and the expense claim writes itself.

The merchant, not the code

A card line reads like AMZN MKTP US*2K4LM. It comes back as Amazon, categorised as Software or Office — because a spreadsheet of billing descriptors is not an expense report.

Foreign spend, converted honestly

A dinner in Lisbon is converted at the published rate for the day you ate it. The rate and its date sit beside the figure, so your accountant can check it.

Personal and business, separated

Every row arrives with a category, so filtering the column is all it takes to pull the deductible half out of a mixed card.

Questions people ask

Can it read a scanned or photographed document?
Yes. Scans and phone photos are read the way a person reads them — a crumpled receipt or a skewed scan still works, and there is no template to configure for each bank.
What if one PDF holds many receipts?
It splits them apart. Fifty receipts scanned into a single PDF become fifty rows; a twelve-page statement stays one document.
Are the amounts real numbers in Excel?
Yes. Amounts and balances arrive as numeric cells, so a column sums the moment you open the file.
How are foreign currencies handled?
Each amount is converted at the published rate for the date of that transaction — not today's rate. The rate and its date sit beside the figure so you can check it.
Do I need an account?
No. The first document converts free and you can download the Excel without an account. Pay $7 once for a whole batch; an account is only for a monthly page allowance.
Does it work with QuickBooks and Xero?
Yes. Alongside Excel, you can download a statement as OFX — the standard bank-data format both read — or as a ready-made CSV laid out the way each one expects: Date, Amount, Payee, Description, Reference for Xero, and the three-column Date, Description, Amount for QuickBooks, with money out already signed negative. Invoices and receipts can also come out as UBL XML for an ERP or an e-invoicing system.